See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $17,836 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,738 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,705 | $86,655-26.5% | $119,609-46.7% | $66,914-4.8% |
| Participation rate | 71.7% | 75.6%-3.9pp | 79.3%-7.6pp | 69.8%+1.9pp |
| Annual return | -15.89% | -8.00%-7.9pp | -14.97%-0.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,422 | $2,536-4.5% | $4,232-42.8% | $2,544-4.8% |
| Participant deferral / active EE | $4,608 | $4,358+5.7% | $5,602-17.7% | $4,237+8.8% |
| Admin fee / account holder | $309 | $755-59.1% | $10,323-97.0% | $593-47.9% |